Skip to main content
The Opportunities section on the Records tab shows all opportunities linked to this household. Each opportunity card displays the name, pipeline stage, value, probability, and any labels.

​
View opportunities

Each opportunity card shows:
  • Name — the opportunity title
  • Stage — the current pipeline stage
  • Value — the deal value in dollars
  • Probability — the estimated likelihood of closing
  • Label — the first tag applied to the opportunity
Click an opportunity card or the icon to view it on the opportunities page.

​
Add an opportunity

Click Add opportunity at the bottom of the section. The opportunity creation form opens with the household pre-filled.
You need at least one pipeline configured before you can add opportunities.
For full details on managing opportunities, see Opportunities.

​
FAQ

Yes. Each opportunity belongs to a specific pipeline, and a household can have opportunities across multiple pipelines.
Opportunities are managed from the full opportunities page. Navigate there to edit or delete an opportunity.